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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1995-03-16 |
| VA | RA | APPROVED | 1991-07-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Norfolk | VA | 02/1988 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 02/1988 | Present |
| Bank Of America,Na | Norfolk | VA | 12/2009 | Present |
I*35167 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 272 LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 272 KENDRICK ROAD, NORTH CHATHAM, MASSACHUSETTS 2650 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2010 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPRETY, PART OWNER I*35172 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 506 SCARBOROUGH INVESTMENT RELATED: N ADDRESS OF BUSINESS: REHOBOTH, DELAWARE 19971 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2010 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PART OWNER OF INVESTMENT RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-13 |
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